SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,668 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2024 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,705
- 較 2023 年第 4 季 +66 家
- 持有股數
- 5.84 億
- 較 2023 年第 4 季 −4,563 萬 (−7.3%)
- 總市值
- $3,042 億
- 較 2023 年第 4 季 +$97.1 億 (+3.3%)
- 新進機構
- 207
- 另有 1,431 家加碼
- 清倉機構
- 141
- 另有 1,589 家減碼
另有 55 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,668 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,181 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2024 年第 1 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 1,174 | $61.4 萬 | 0.34% | +100+9.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 1,176 | $61.5 萬 | 0.29% | −4−0.3% | 減碼 |
| Northcape Wealth Management, LLC | 1,180 | $61.7 萬 | 0.22% | 00.0% | 不變 |
| Rockline Wealth Management, LLC | 1,180 | $61.7 萬 | 0.22% | −1,274−51.9% | 減碼 |
| Altrius Capital Management Inc | 1,181 | $61.8 萬 | 0.16% | 00.0% | 不變 |
| Norris Perne & French LLP | 1,188 | $62.1 萬 | 0.04% | −33−2.7% | 減碼 |
| Ewa, LLC | 1,194 | $62.2 萬 | 0.28% | −140−10.5% | 減碼 |
| Innealta Capital, LLC | 1,189 | $62.2 萬 | 0.26% | +20+1.7% | 加碼 |
| Traveka Wealth, LLC | 1,190 | $62.2 萬 | 0.29% | +212+21.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 1,191 | $62.3 萬 | 0.37% | +71+6.3% | 加碼 |
| Portside Wealth Group, LLC | 1,192 | $62.3 萬 | 0.12% | −145−10.8% | 減碼 |
| Apeiron RIA LLC | 1,193 | $62.4 萬 | 0.18% | −85−6.7% | 減碼 |
| Hall Capital Management Co Inc | 1,193 | $62.4 萬 | 0.31% | 00.0% | 不變 |
| Probity Advisors, Inc. | 1,194 | $62.5 萬 | 0.13% | 00.0% | 不變 |
| Holistic Financial Partners | 1,195 | $62.5 萬 | 0.32% | +76+6.8% | 加碼 |
| Vise Technologies, Inc. | 1,196 | $62.5 萬 | 0.12% | +270+29.2% | 加碼 |
| Keb Asset Management, LLC | 1,197 | $62.6 萬 | 0.21% | 00.0% | 不變 |
| Intelligent Financial Strategies | 1,194 | $62.6 萬 | 0.39% | 00.0% | 不變 |
| Eclectic Associates Inc | 1,198 | $62.6 萬 | 0.29% | +455+61.2% | 加碼 |
| Alaethes Wealth LLC | 1,196 | $62.7 萬 | 0.27% | −714−37.4% | 減碼 |
| Sassicaia Capital Advisers LLC | 1,200 | $62.8 萬 | 2.66% | −1,400−53.8% | 減碼 |
| Custom Portfolio Group LLC | 1,197 | $62.8 萬 | 0.52% | +205+20.7% | 加碼 |
| Narwhal Capital Management | 1,202 | $62.9 萬 | 0.06% | −147−10.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 1,202 | $62.9 萬 | 0.15% | +450+59.8% | 加碼 |
| D'Orazio & Associates, Inc. | 1,204 | $63.0 萬 | 0.10% | +12+1.0% | 加碼 |
| Constitution Capital LLC | 1,205 | $63.0 萬 | 0.36% | +67+5.9% | 加碼 |
| Channel Wealth LLC | 1,206 | $63.1 萬 | 0.25% | −391−24.5% | 減碼 |
| Granite Harbor Advisors, Inc. | 1,207 | $63.1 萬 | 0.43% | 00.0% | 不變 |
| 3EDGE Asset Management, LP | 1,213 | $63.4 萬 | 0.05% | −54−4.3% | 減碼 |
| Sage Investment Advisers LLC | 1,214 | $63.5 萬 | 0.73% | 00.0% | 不變 |
| Umpqua Bank | 1,225 | $64.1 萬 | 0.26% | +1,225 | 新進 |
| Retirement Planning Group | 1,227 | $64.2 萬 | 0.05% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 1,227 | $64.2 萬 | 0.11% | +23+1.9% | 加碼 |
| Dentgroup LLC | 1,228 | $64.2 萬 | 0.53% | +5+0.4% | 加碼 |
| Stewardship Advisors, LLC | 1,228 | $64.2 萬 | 0.22% | −618−33.5% | 減碼 |
| Zuckerman Investment Group, LLC | 1,229 | $64.3 萬 | 0.07% | 00.0% | 不變 |
| O'Brien Wealth Partners LLC | 1,230 | $64.3 萬 | 0.15% | 00.0% | 不變 |
| Waypoint Wealth Partners Inc. | 1,231 | $64.4 萬 | 0.18% | +256+26.3% | 加碼 |
| Shaker Financial Services, LLC | 1,222 | $64.4 萬 | 0.25% | +1,222 | 新進 |
| Center For Asset Management LLC | 1,232 | $64.4 萬 | 0.53% | +232+23.2% | 加碼 |
| Northwest Quadrant Wealth Management, LLC | 1,234 | $64.6 萬 | 0.16% | −6−0.5% | 減碼 |
| Barlow Wealth Partners, Inc. | 1,266 | $64.7 萬 | 0.09% | +2+0.2% | 加碼 |
| a16z Perennial Management, L.P. | 1,239 | $64.8 萬 | 0.06% | 00.0% | 不變 |
| jvl associates llc | 1,241 | $64.9 萬 | 0.27% | 00.0% | 不變 |
| Sequent Planning LLC | 1,241 | $64.9 萬 | 0.23% | +1,241 | 新進 |
| Financial Management Network Inc | 1,266 | $64.9 萬 | 0.16% | −7−0.5% | 減碼 |
| Hourglass Capital, LLC | 1,245 | $65.1 萬 | 0.20% | +4+0.3% | 加碼 |
| Investment House LLC | 1,246 | $65.2 萬 | 0.04% | −1,377−52.5% | 減碼 |
| Harbor Group, Inc. | 1,249 | $65.3 萬 | 0.17% | +2+0.2% | 加碼 |
| RAM Investment Partners, LLC | 1,252 | $65.5 萬 | 0.21% | +265+26.8% | 加碼 |
| Scientech Research LLC | 1,253 | $65.5 萬 | 0.35% | −577−31.5% | 減碼 |
| Canton Hathaway, LLC | 1,260 | $65.9 萬 | 0.18% | −130−9.4% | 減碼 |
| Interactive Financial Advisors | 1,260 | $66.0 萬 | 0.36% | −6,532−83.8% | 減碼 |
| Ruggaard & Associates LLC | 1,265 | $66.2 萬 | 0.31% | −18−1.4% | 減碼 |
| Addison Advisors LLC | 1,266 | $66.2 萬 | 0.23% | −30−2.3% | 減碼 |
| American Trust Investment Advisors, LLC | 1,267 | $66.3 萬 | 0.32% | −229−15.3% | 減碼 |
| Cheviot Value Management, LLC | 1,270 | $66.4 萬 | 0.15% | +43+3.5% | 加碼 |
| Monarch Capital Management Inc | 1,267 | $66.5 萬 | 0.19% | 00.0% | 不變 |
| StoneCrest Wealth Management, Inc. | 1,272 | $66.5 萬 | 0.58% | −13−1.0% | 減碼 |
| Total Wealth Planning, LLC | 1,276 | $66.8 萬 | 0.11% | +188+17.3% | 加碼 |
| Willow Creek Wealth Management Inc. | 1,278 | $66.9 萬 | 0.08% | +129+11.2% | 加碼 |
| Gradient Capital Advisors, LLC | 1,280 | $66.9 萬 | 0.25% | +24+1.9% | 加碼 |
| C M Bidwell & Associates Ltd | 1,285 | $67.2 萬 | 0.46% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 1,234 | $67.3 萬 | 0.42% | −22−1.8% | 減碼 |
| 4J Wealth Management LLC | 1,287 | $67.3 萬 | 0.58% | +33+2.6% | 加碼 |
| Carlson Capital Management | 1,289 | $67.4 萬 | 0.03% | −5,014−79.5% | 減碼 |
| FSA Wealth Management LLC | 1,291 | $67.5 萬 | 0.29% | +4+0.3% | 加碼 |
| Financial Futures Ltd Liability Co. | 1,297 | $67.8 萬 | 0.45% | −21−1.6% | 減碼 |
| Great Oak Capital Partners, LLC | 1,298 | $67.9 萬 | 0.30% | +2+0.2% | 加碼 |
| Cascade Investment Group, Inc. | 1,301 | $68.1 萬 | 0.51% | −15−1.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 1,302 | $68.1 萬 | 0.16% | +40+3.2% | 加碼 |
| Investment Partners, Ltd. | 1,302 | $68.1 萬 | 0.31% | +2+0.2% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 1,304 | $68.2 萬 | 0.21% | −38−2.8% | 減碼 |
| Bernardo Wealth Planning LLC | 1,305 | $68.2 萬 | 0.19% | +197+17.8% | 加碼 |
| Heritage Wealth Partners, LLC | 1,438 | $68.4 萬 | 1.40% | 00.0% | 不變 |
| Am Investment Strategies LLC | 1,310 | $68.5 萬 | 0.17% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 1,310 | $68.5 萬 | 0.26% | −508−27.9% | 減碼 |
| Beacon Wealthcare LLC | 1,319 | $69.0 萬 | 0.31% | +89+7.2% | 加碼 |
| Bryant Woods Investment Advisors, LLC | 1,319 | $69.0 萬 | 0.41% | +17+1.3% | 加碼 |
| Elevated Capital Advisors, LLC | 1,320 | $69.0 萬 | 0.20% | +487+58.5% | 加碼 |
| Wells Trecaso Financial Group, LLC | 1,322 | $69.1 萬 | 0.24% | −100−7.0% | 減碼 |
| HT Partners LLC | 1,323 | $69.2 萬 | 0.25% | 00.0% | 不變 |
| Bright Futures Wealth Management, LLC. | 1,268 | $69.3 萬 | 0.37% | +1,268 | 新進 |
| Mattern Wealth Management LLC | 1,334 | $69.8 萬 | 0.17% | −62−4.4% | 減碼 |
| Thrive Capital Management, LLC | 1,334 | $69.8 萬 | 0.37% | +2+0.2% | 加碼 |
| Financial Alternatives, Inc | 1,341 | $70.1 萬 | 0.54% | 00.0% | 不變 |
| TFG Advisers LLC | 1,343 | $70.2 萬 | 0.27% | −95−6.6% | 減碼 |
| AJ Advisors, LLC | 1,346 | $70.4 萬 | 0.39% | +169+14.4% | 加碼 |
| Fort Sheridan Advisors LLC | 1,348 | $70.5 萬 | 0.13% | +1,348 | 新進 |
| Rain Capital Management, LLC | 1,349 | $70.6 萬 | 0.47% | +1+0.1% | 加碼 |
| Wiser Wealth Management, Inc | 1,350 | $70.6 萬 | 0.23% | 00.0% | 不變 |
| Vicus Capital | 7,794 | $70.7 萬 | 0.06% | −974−11.1% | 減碼 |
| Thomasville National Bank | 1,355 | $70.9 萬 | 0.06% | −152−10.1% | 減碼 |
| BCGM Wealth Management, LLC | 1,358 | $71.0 萬 | 0.25% | +346+34.2% | 加碼 |
| Mma Asset Management LLC | 1,373 | $71.4 萬 | 0.34% | −44−3.1% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,365 | $71.4 萬 | 0.20% | +24+1.8% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 1,368 | $71.6 萬 | 0.25% | +10+0.7% | 加碼 |
| WealthTrust Axiom LLC | 1,369 | $71.6 萬 | 0.23% | −350−20.4% | 減碼 |
| Sendero Wealth Management, LLC | 1,371 | $71.7 萬 | 0.12% | −587−30.0% | 減碼 |
| Napa Wealth Management | 1,372 | $71.8 萬 | 0.38% | −97−6.6% | 減碼 |